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Description:

The Introduction to Mortgage Origination Examinations Training builds upon a base knowledge developed through the Day One: Mortgage Examiner Training. The course accelerates attendees' mortgage examination knowledge and adds value to their regulatory agency. The training includes focused hands-on exercises to reinforce what attendees learn and permits them to apply their knowledge to real-life exam situations. The course is taught by experienced mortgage examiners.

Learning Objectives

Upon completion of this course, attendees are able to:

  • Understand the mortgage supervision and the tools available to assist with examinations.
  • Discuss basic financial analysis, including ratios and reporting requirements.
  • Understand the key areas of a mortgage origination examination.
  • Apply critical thinking to develop better report content.
  • Discuss best practices for running effective meetings.

Time Commitment:

  • Pre-Course Requirement: Completion of Day One: Mortgage Examiner Training or equivalent training.
  • Resident Session: 7 half-days virtually
  • Post-Course Work: None

Target Audience:

Examiners with less than one year experience in mortgage origination examinations.

Registration:

Please view our Calendar of Events to register. 

Questions? Please contact Katie Hoyle ([email protected]).